+83.3%
ARES vs AMBA
-72.1%
+155.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -9.4% | +7.2% | +0.1% |
| 7D | +4.9% | -14.6% | +19.5% | +9.0% |
| 30D | +13.6% | -18.8% | +32.4% | +19.1% |
| 3M | -3.3% | -32.6% | +29.3% | +5.8% |
| 6M | +11.0% | -25.8% | +36.8% | +12.9% |
| YTD | -14.4% | -22.1% | +7.7% | -14.9% |
| 1Y | -9.1% | -36.2% | +27.1% | -5.4% |
| 3Y | +37.1% | +10.0% | +27.1% | +12.2% |
| 5Y | +83.3% | -71.6% | +154.9% | +86.2% |
| All | +83.3% | -72.1% | +155.4% | +86.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded AMBA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling